SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,881 | +183.7% | 1,958 | +191.8% | 0.00% | – |
| Q2 2023 | $33,091 | +99.5% | 671 | +104.6% | 0.00% | – |
| Q1 2023 | $16,590 | -71.4% | 328 | -72.2% | 0.00% | – |
| Q4 2022 | $57,993 | +18.4% | 1,178 | +16.4% | 0.00% | – |
| Q3 2022 | $49,000 | +81.5% | 1,012 | +90.2% | 0.00% | – |
| Q2 2022 | $27,000 | -84.0% | 532 | -83.2% | 0.00% | – |
| Q1 2022 | $169,000 | -56.7% | 3,175 | -54.3% | 0.00% | – |
| Q4 2021 | $390,000 | -5.6% | 6,945 | -4.7% | 0.00% | – |
| Q3 2021 | $413,000 | +19.4% | 7,289 | +19.7% | 0.00% | – |
| Q2 2021 | $346,000 | +4.2% | 6,091 | +3.5% | 0.00% | – |
| Q1 2021 | $332,000 | +1.8% | 5,885 | +5.0% | 0.00% | – |
| Q4 2020 | $326,000 | -7.4% | 5,607 | -6.6% | 0.00% | – |
| Q3 2020 | $352,000 | +68.4% | 6,002 | +68.5% | 0.00% | – |
| Q2 2020 | $209,000 | -23.4% | 3,562 | -23.4% | 0.00% | – |
| Q1 2020 | $273,000 | +102.2% | 4,653 | +89.8% | 0.00% | – |
| Q4 2019 | $135,000 | -27.4% | 2,451 | -26.9% | 0.00% | – |
| Q3 2019 | $186,000 | +95.8% | 3,355 | +94.7% | 0.00% | – |
| Q2 2019 | $95,000 | -5.0% | 1,723 | -7.5% | 0.00% | – |
| Q1 2019 | $100,000 | – | 1,863 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 817,695 | $43,542,000 | 24.71% |
| Verdad Advisers, LP | 550,000 | $29,288,000 | 23.99% |
| Morningstar Investment Management LLC | 1,240,757 | $66,070,000 | 12.19% |
| WestHill Financial Advisors, Inc. | 426,226 | $22,697,000 | 6.55% |
| Beacon Wealthcare LLC | 248,324 | $13,223,000 | 6.52% |
| BerganKDV Wealth Management, LLC | 1,110,934 | $59,157,000 | 6.33% |
| HC Advisors, LLC | 179,430 | $9,555,000 | 6.06% |
| Morton Brown Family Wealth, LLC | 145,867 | $7,767,000 | 5.87% |
| Seascape Capital Management | 154,819 | $8,244,000 | 4.28% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 133,556 | $7,112,000 | 4.04% |